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ISHARES TR
ISHARES TR. Institutional holdings reported to the SEC.

Institutional Holders (2017Q2)
Portfolio Summary: 224 Institutional holders with a total value of $838,765,798.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Parallax Volatility Advisers, L.P. 1 0 0.00%
2 CUTLER GROUP LLC / CA 1,400 1,000 0.00% Put
3 CUTLER GROUP LLC / CA 500 2,000 0.00% Call
4 ASSETMARK, INC 12 2,000 0.00%
5 YORKBRIDGE WEALTH PARTNERS, LLC 18 3,000 0.00%
6 WFG Advisors, LP 32 5,000 0.00%
7 BB&T INVESTMENT SERVICES, INC. 31 5,000 0.00%
8 Spruce Investment Advisors LLC 34 6,000 0.00%
9 Avior Wealth Management, LLC 43 7,000 0.00%
10 Hartford Financial Management Inc. 51 8,000 0.00%
11 THOMPSON SIEGEL & WALMSLEY LLC 50 8,000 0.00%
12 MINICHMACGREGOR WEALTH MANAGEMENT, LLC 60 9,000 0.00%
13 KINGS POINT CAPITAL MANAGEMENT 75 12,000 0.00%
14 Patten Group, Inc. 75 13,000 0.00%
15 First Horizon Advisors, Inc. 100 16,000 0.00%
16 SEI INVESTMENTS CO 96 16,000 0.00%
17 THOMPSON DAVIS & CO., INC. 100 17,000 0.00%
18 BLUE GRANITE CAPITAL, LLC 125 21,000 0.00%
19 NewEdge Advisors, LLC 153 25,354 0.00%
20 Lenox Wealth Management, Inc. 161 27,000 0.00%
21 PARALLEL ADVISORS, LLC 165 28,000 0.00%
22 HOWE & RUSLING INC 172 29,000 0.00%
23 WHITTIER TRUST CO 180 30,000 0.00%
24 MASCOMA WEALTH MANAGEMENT LLC 187 31,000 0.00%
25 TCI Wealth Advisors, Inc. 188 31,000 0.00% PRN
26 Winslow, Evans & Crocker, Inc. 216 35,912 0.00%
27 Nelson Capital Management, LLC 235 39,000 0.00%
28 Barrett Asset Management, LLC 245 41,000 0.00%
29 NEXT Financial Group, Inc 286 48,000 0.01%
30 CWM, LLC 311 52,000 0.01%
31 PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC 325 54,000 0.01%
32 FIFTH THIRD BANCORP 340 57,000 0.01%
33 CUTLER GROUP LLC / CA 352 58,000 0.01%
34 Chicago Partners Investment Group LLC 400 58,000 0.01%
35 Edge Wealth Management LLC 370 62,000 0.01%
36 D.A. DAVIDSON & CO. 400 66,000 0.01%
37 BENJAMIN F. EDWARDS & COMPANY, INC. 400 67,000 0.01%
38 ATWOOD & PALMER INC 400 67,000 0.01%
39 Financial Architects, Inc 436 72,000 0.01% PRN
40 HERITAGE TRUST CO 450 75,000 0.01%
41 ULLMANN WEALTH PARTNERS GROUP, LLC 481 79,000 0.01%
42 BRONFMAN E.L. ROTHSCHILD, L.P. 480 80,000 0.01%
43 Live Your Vision, LLC 500 83,000 0.01%
44 Carroll Financial Associates, Inc. 514 85,000 0.01%
45 AlphaMark Advisors, LLC 557 93,000 0.01% SH
46 Cranbrook Wealth Management, LLC 561 93,000 0.01%
47 BDO WEALTH ADVISORS, LLC 595 99,000 0.01%
48 SYNOVUS FINANCIAL CORP 625 103,000 0.01%
49 STEWARD PARTNERS INVESTMENT ADVISORY, LLC 639 106,000 0.01%
50 LEJEUNE PUETZ INVESTMENT COUNSEL LLC 675 112,000 0.01%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.